Paragon Capital Management
SEC RegisteredFee-only Fiduciary Advisors Serving High-Net-Worth Families, Executives, and Business Owners to Build and Preserve Wealth.
About the firm
Founded in 1990, Paragon Capital Management is a fee-only fiduciary advisory firm based in downtown Denver, Colorado. As a boutique firm, they provide highly personalized financial planning and investment management services, acting as a household CFO for clients and their families. They never accept commissions and always act in their clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, retirement income planning, investment portfolio management, corporate executive benefits planning, legacy and family planning, real estate investment advisory, proactive tax planning, cash flow management, risk management, debt management, small business planning, and college savings plans.
Who they serve
High-net-worth families, executives, business owners, and professionals, including corporate executives with non-cash compensation needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 47 | $24M |
| High Net Worth Individuals | 140 | $1.3B |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.90% |
| $1,000,001 - $5,000,000 | 0.70% |
| $5,000,001 - $10,000,000 | 0.50% |
| Over $10,000,000 | 0.35% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paragon Capital Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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